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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,086 | $159,978-94.3% | $147,041-93.8% | $145,978-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.36% | 98.36%-71.0pp | 419.21%-391.9pp | 550.52%-523.2pp |
| Employer contribution / active EE | $1,731 | $5,288-67.3% | $4,935-64.9% | $4,662-62.9% |
| Participant deferral / active EE | $2,993 | $8,429-64.5% | $8,071-62.9% | $6,690-55.3% |
| Admin fee / account holder | $35 | $15,053-99.8% | $13,006-99.7% | $13,400-99.7% |